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Clifford Group’s Morgan Stanley MS Stock Holding History

Clifford Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Sell
5,257
-335
-6% -$66.3K 0.76% 20
2026
Q1 		$920K Buy
5,592
+300
+6% +$51.9K 0.71% 21
2025
Q4 		$939K Sell
5,292
-183
-3% -$30.5K 0.73% 20
2025
Q3 		$870K Sell
5,475
-527
-9% -$77.8K 0.68% 19
2025
Q2 		$845K Sell
6,002
-61
-1% -$7.49K 0.69% 20
2025
Q1 		$707K Sell
6,063
-488
-7% -$62.9K 0.66% 23
2024
Q4 		$824K Sell
6,551
-101
-2% -$12.4K 0.63% 23
2024
Q3 		$693K Sell
6,652
-339
-5% -$34.1K 0.54% 30
2024
Q2 		$679K Sell
6,991
-110
-2% -$10.5K 0.55% 29
2024
Q1 		$669K Buy
7,101
+510
+8% +$44.9K 0.55% 33
2023
Q4 		$615K Buy
6,591
+311
+5% +$24.9K 0.57% 32
2023
Q3 		$513K Sell
6,280
-592
-9% -$51.4K 0.56% 38
2023
Q2 		$587K Buy
6,872
+1,317
+24% +$113K 0.63% 38
2023
Q1 		$488K Sell
5,555
-547
-9% -$51K 0.59% 35
2022
Q4 		$519K Buy
+6,102
New +$520K 0.65% 36

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clifford Group's MS Position: Q2 2026 in Review

Clifford Group reduced its Morgan Stanley (MS) stake by 6% in Q2 2026, selling an estimated $66.3K and leaving 5,257 shares worth $1.1M. The position accounts for 0.76% of the portfolio, ranked #20.

Clifford Group first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Clifford Group held 5,257 shares of Morgan Stanley worth $1.1M as of Q2 2026.
  • Clifford Group sold 335 Morgan Stanley shares in Q2 2026, an estimated $66.3K.
  • Morgan Stanley made up 0.76% of Clifford Group's portfolio in Q2 2026, its #20 holding.
  • Clifford Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.